@katherinecabell yes, we can help
Please feel free to reach out. This link have my contacts.
Topic summary
Goal: require a custom field during purchase and use its value in monthly reports.
Plan limitations and placement:
- Checkout page: Only possible on Shopify Plus (access to checkout.liquid) or by using Shopify’s free Checkout Blocks app (Plus only).
- Cart page: Available to all plans via cart attributes (aka note attributes) or line item properties; can be made “required” and enforced by removing dynamic checkout buttons so customers must pass through the cart.
Implementation options (non‑Plus):
- Add fields in cart.liquid/main-cart-items.liquid using Shopify’s UI elements/code generator; disable dynamic checkout and adjust cart drawer to prevent bypassing the cart.
- Use an app to add product/cart fields, or repurpose an unused field and relabel it. Some users hired theme developers for small paid tweaks.
Reporting:
- EZ Exporter app can export Cart Attributes and Line Item Properties into separate CSV columns for sorting/analysis.
- Native: export orders to CSV and sort by the custom field column. Custom reports are on Advanced plan+, but adding a new custom field to native reports isn’t supported.
Status: Multiple workable approaches shared; best path depends on plan (Plus vs non‑Plus). Images were included as illustrations only.